AFS
UPS icon

Annapolis Financial Services’s United Parcel Service UPS Stock Holding History

Annapolis Financial Services’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-110
Closed -$17.3K – 463
2023
Q4 		$17.3K Sell
110
-150
-58% -$22.7K ﹤0.01% 295
2023
Q3 		$40.5K Buy
260
+90
+53% +$15.5K 0.01% 204
2023
Q2 		$30.5K Hold
170
– – 0.01% 226
2023
Q1 		$33K Sell
170
-1
-0.6% -$183 0.01% 207
2022
Q4 		$29.7K Sell
171
-106
-38% -$18.3K 0.01% 210
2022
Q3 		$45K Sell
277
-4
-1% -$757 0.02% 177
2022
Q2 		$51K Buy
281
+1
+0.4% +$182 0.02% 175
2022
Q1 		$60K Sell
280
-60
-18% -$12.7K 0.02% 175
2021
Q4 		$73K Buy
340
+120
+55% +$24.4K 0.02% 165
2021
Q3 		$40K Hold
220
– – 0.01% 188
2021
Q2 		$46K Sell
220
-27
-11% -$5.4K 0.02% 169
2021
Q1 		$42K Buy
247
+8
+3% +$1.29K 0.02% 164
2020
Q4 		$40K Buy
+239
New +$40.3K 0.02% 159

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annapolis Financial Services's UPS Position: Q1 2024 in Review

Annapolis Financial Services sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 110 shares — an estimated $17.3K sold.

Annapolis Financial Services first reported a position in UPS in Q4 2020 and held it in 13 quarters. The position peaked at $73K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Annapolis Financial Services reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 110 United Parcel Service shares in Q1 2024, an estimated $17.3K.
  • Annapolis Financial Services first reported a position in United Parcel Service in Q4 2020 and held it in 13 quarters.
  • Annapolis Financial Services's United Parcel Service position peaked at $73K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.